V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$218K ﹤0.01%
4,673
-2,190
777
$217K ﹤0.01%
+4,768
778
$217K ﹤0.01%
+3,793
779
$216K ﹤0.01%
983
-167
780
$216K ﹤0.01%
+7,885
781
$216K ﹤0.01%
+5,023
782
$216K ﹤0.01%
2,893
-271
783
$216K ﹤0.01%
+5,716
784
$216K ﹤0.01%
+2,860
785
$216K ﹤0.01%
19,071
+2,635
786
$216K ﹤0.01%
+8,876
787
$215K ﹤0.01%
13,369
+1,739
788
$214K ﹤0.01%
1,043
-44
789
$214K ﹤0.01%
+4,602
790
$214K ﹤0.01%
+1,220
791
$213K ﹤0.01%
+7,629
792
$212K ﹤0.01%
+2,943
793
$212K ﹤0.01%
+4,048
794
$211K ﹤0.01%
+847
795
$211K ﹤0.01%
2,823
-40
796
$211K ﹤0.01%
+3,930
797
$208K ﹤0.01%
+5,413
798
$208K ﹤0.01%
+4,835
799
$208K ﹤0.01%
+3,322
800
$208K ﹤0.01%
14,395
+180
30 31
32
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